Client Service Coordinator
Virtual Vocations Inc
To support a growing advisory practice, the full-time Client Service Coordinator will manage high-volume new business processing, oversee estate settlement case work, and ensure accurate account setups while working in-office with two remote days per week after 90 days. Key responsibilities Handle account openings, asset transfers, beneficiary updates, and client profile updates Serve as the lead processor for team-wide estate settlement cases Ensure accurate account setup and resolve any issues that arise Required qualifications College degree or higher 3+ years of experience in customer service/support and business processing, preferably in the wealth management and finance industry Proven ability to follow trained policies and regulations as required
Vacancy posted 4 days ago
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